About Collaborative Wealth

We formed our business with a clear and simple idea…. to offer, and deliver, open and honest advice.
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Our Approach

At Collaborative Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
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Private Clients

At Collaborative Wealth, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.
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Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.
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Pensions

With the introduction of the workplace pensions and the Pensions Freedom legislation in the last few years, it can be difficult to keep track of what options are available with regards to your retirement planning.
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Investments

Typically, many of our clients are looking to invest money to build up a capital sum to help support them and their families in the future.
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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.
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Mortgages

We would all rather not have one, but so many of us need a mortgage, and they are possibly the largest most daunting single transaction in most people’s lives.
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Estate planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.
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Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That’s where Collaborative Wealth can help.

We are independent financial advisers, which means our duty is solely to you – our client.

Collaborative Wealth is based across the East Midlands and Yorkshire, with the aim of providing completely impartial financial advice to both our new and existing clients. Our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Welcome to our website. We would love it if you took the time to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For information, please contact us for a non-obligatory first meeting.

Collaborative Wealth - What is cashflow planning? from CashCalc

Treating Customers Fairly

Collaborative Wealth is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Collaborative Wealth have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with an adviser offering ‘Open & Honest Independent Advice’ and is wholly committed to providing you with the best possible service and support.

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Registered Office: 11 Mallard Way, Pride Park, Derby DE24 8GX. Telephone: 0333 444 0089
Registered in England & Wales. Registration Number 12361941.
Collaborative Wealth Limited is authorised and regulated by The Financial Conduct Authority. Reference No: 921581

The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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0333 444 0089

heretohelp@wealth.coop

Planning on a comfortable financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That’s where Collaborative Wealth can help.

Treating Customers Fairly

Planning on a comfortable
financial future takes time.